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Starbucks

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1876
KFG Wealth Management
Indiana
$282K +$282K +2,842 New
LWA
1877
Lineweaver Wealth Advisors
Ohio
$281K -$10.9K -110 -4%
AAS
1878
Annex Advisory Services
Wisconsin
$281K -$5.15K -52 -2%
SAF
1879
Smith Anglin Financial
Texas
$281K +$2.28K +23 +0.8%
DWA
1880
Dougherty Wealth Advisers
Minnesota
$280K
CWM
1881
Centric Wealth Management
Illinois
$280K -$7.63K -77 -3%
BONH
1882
Bank of New Hampshire
New Hampshire
$280K -$12.6K -127 -4%
SCM
1883
Stonehearth Capital Management
Massachusetts
$279K
CPC
1884
Congress Park Capital
New York
$278K +$278K +2,805 New
GC
1885
Gilbert & Cook
Iowa
$278K -$113K -1,141 -29%
G
1886
GenTrust
Florida
$277K
PK
1887
Pflug Koory
Nebraska
$277K
OCPWS
1888
One Charles Private Wealth Services
Massachusetts
$276K -$14.8K -149 -5%
KCM
1889
Kanawha Capital Management
Virginia
$276K -$8.62K -87 -3%
VWMG
1890
Virginia Wealth Management Group
Virginia
$276K +$1.49K +15 +0.5%
IAG
1891
Investment Advisory Group
Massachusetts
$275K -$8.22K -83 -3%
LHC
1892
Little House Capital
Massachusetts
$274K -$12.7K -128 -4%
PAM
1893
Peak Asset Management
Colorado
$274K
SMWM
1894
Silvia McColl Wealth Management
California
$274K
TFA
1895
Teamwork Financial Advisors
Texas
$273K -$83.5K -843 -23%
IFPG
1896
Intrepid Financial Planning Group
Indiana
$273K +$19.7K +199 +8%
MA
1897
MCF Advisors
Kentucky
$273K +$113K +1,145 +71%
BDFN
1898
Bond & Devick Financial Network
Minnesota
$272K
JAG
1899
Journey Advisory Group
Kentucky
$272K -$18K -182 -6%
CT
1900
Colonial Trust
South Carolina
$271K -$268K -2,705 -50%